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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $588,585 | $165,399+255.9% | $149,745+293.1% | $158,982+270.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.92% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $8,301 | $5,105+62.6% | $4,646+78.7% | $4,763+74.3% |
| Participant deferral / active EE | $14,671 | $7,183+104.3% | $6,843+114.4% | $5,983+145.2% |
| Admin fee / account holder | $30,493 | $10,811+182.1% | $9,312+227.5% | $11,252+171.0% |